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What are the specific steps for document preparation in export freight forwarding?

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I've just started working in export freight forwarding and I'm not very familiar with document preparation. I'd like to ask how to prepare documents in export freight forwarding. I hope to learn in detail about the document preparation process and what to pay attention to, such as what materials to prepare and what documents to fill out, so that I can get started with the work more quickly.

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Professional consultant answers

Sarah Zhang
Sarah ZhangYears of service:8Customer Rating:5.0

Document expertConsult

The document preparation in export freight forwarding mainly has the following steps. First is the consignment note link. The consignor needs to provide detailed cargo information to the freight forwarder, such as the name, quantity, weight, volume, port of departure, port of destination, etc. of the goods, as well as transportation requirements. The freight forwarder can understand the customer's needs based on this.

Secondly, it is booking space. The freight forwarder books space with the shipping company or airline according to the content of the consignment note and obtains the shipping space allocation receipt, which contains important information such as the vessel name, voyage number, bill of lading number, etc.

Then, prepare customs declaration materials, including the customs declaration form, packing list, invoice, contract, etc., to ensure the accuracy and consistency of the information. When filling out the bill of lading, carefully check the consignor, consignee, notify party, cargo description, etc. to avoid mistakes. Finally, after the goods are loaded onto the ship or aircraft, the freight forwarder issues the bill of lading to the consignor. During the document preparation process, it is necessary to ensure that all information is accurate and complies with relevant regulations and transportation requirements.

Andrew Huang
Andrew HuangYears of service:7Customer Rating:5.0

Supply chain optimization expertConsult

Before preparing documents, confirm the trade terms with the customer, such as FOB, CIF, etc. The liability division is different for different terms, which has an impact on document preparation. Under FOB, the freight forwarder is mainly responsible for part of the work such as booking space, while under CIF, more matters such as insurance may be involved.

Robert Chen
Robert ChenYears of service:6Customer Rating:5.0

Customer service consultantConsult

Note that the packing list should accurately reflect the actual packaging situation of the goods, including the packaging form, weight per piece, etc. The invoice should clearly state the value of the goods, price terms, etc. The filling out of the customs declaration form should comply with customs regulations, and columns such as the trade method and duty exemption nature should not be filled in wrong.

Elizabeth Li
Elizabeth LiYears of service:3Customer Rating:5.0

Compliance and risk managerConsult

If special goods are involved in document preparation, such as dangerous goods, corresponding dangerous goods certification documents should be provided, and special markings should be made on the documents so that all parties in the transportation link can be aware and operate according to regulations.

James Liu
James LiuYears of service:10Customer Rating:5.0

Foreign trade tax refund consultantConsult

Pay attention to the special requirements of the port of destination. Some countries have special regulations on the bill of lading format and shipping marks. For example, some countries require the bill of lading to show the country of origin of the goods, so this should be noted and added during document preparation.

Michelle Chen
Michelle ChenYears of service:3Customer Rating:5.0

Business coordination consultantConsult

Repeatedly confirm the notify party information on the bill of lading. The notify party is the object that the shipping company notifies for pick-up when the goods arrive at the port of destination. Incorrect information may lead to delays in pick-up.

Emily Liu
Emily LiuYears of service:10Customer Rating:5.0

Settlement and payment expertConsult

Keep in touch with the shipping company or airline during the document preparation process to understand the space availability and changes during transportation, and adjust the document information in a timely manner.

Jennifer Wang
Jennifer WangYears of service:4Customer Rating:5.0

Market development consultantConsult

After the freight forwarder receives the customer's materials, first review the completeness of the materials. If any key information is missing, contact the customer in time to supplement it to avoid delays in subsequent document preparation.

William Yang
William YangYears of service:5Customer Rating:5.0

International logistics consultantConsult

If it is LCL cargo, pay attention to clarifying the information of each shipment of goods on documents such as the packing list to facilitate unpacking and distribution at the port of destination.

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